Christopher Maiden is a financial advisor at Fidelity with Series 63 and Series 65 certifications and two years of industry experience. He has worked at Fidelity Investments since 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jason Tiongson is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Additionally, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, combining model portfolios, third-party management, and customized strategies with various operational and research support tools.

Jhocelyn Schlauraff is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 22 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct client plans and Corporate Financial Planning agreements.

Griffin Meyer is a financial advisor at Morgan Stanley in San Mateo, CA, holding a Series 66 designation. He has experience working at Morgan Stanley Private Bank and Morgan Stanley since 2025 and previously held roles at Thomson Reuters, Leeco Steel, and several other companies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and provides planning services through both individual and corporate channels.

Aaron Moore is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at SGC Financial and Securian Financial Services Inc. Moore operates out of San Mateo, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Deepak Ganju is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with clients’ unique financial goals and life priorities. Drawing on the investment insights from Merrill Lynch strategists and the banking services of Bank of America, he supports clients in areas including retirement planning, family wealth management, education planning, international wealth management, and investment consulting for defined benefit and contribution plans. Deepak holds an MBA from California State University, San Francisco, and a Bachelor's degree from the University of Phoenix. He carries the Personal Investment Advisor (PIA) designation and communicates fluently in English and Hindi. Beyond his professional role, Deepak contributes to his community through involvement with the Kiwanis Club, the Indo American Community Federation, and immigrant services within the Indo American community. His approach centers on developing risk-averse, tax-efficient financial strategies to help clients preserve and build wealth in a manner that supports their long-term objectives. Deepak’s client focus spans a range of financial planning needs, and he emphasizes working closely with clients to create flexible plans that adapt to changing market conditions.

Robert Haeusslein is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 38 years of experience to his role. Since joining Merrill in July 1984, he has focused primarily on serving high net worth individuals, offering expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, special needs planning strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Hillsdale High School. Outside of his professional work, Robert enjoys a variety of personal interests, including baseball, basketball, boating, fishing, football, gardening, golfing, reading, spending time with his family, and tennis.

Melissa Knutson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2022, previously serving as a Planning Consultant and Financial Representative. Melissa's professional experience includes positions at JPMorgan Chase as a Private Client Banker and Relationship Banker, as well as roles at Wells Fargo as a Personal Banker, Lead Teller, and Teller. Melissa holds a California Insurance License. She focuses on providing financial planning that is thoughtful and approachable, aiming to empower her clients by understanding their unique goals, values, and circumstances. Through this personalized approach, she offers unbiased guidance and clear action steps tailored to each client's specific needs.

Dina Hall is a financial advisor at UBS Financial Services with 39 years of industry experience, all of which has been with UBS since 1987. She holds a Series 63 designation. Outside of her advisory role, she serves as a co-trustee for a family trust involved in settling an estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Christopher Do is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Thaddius La Rue is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Fisher Investments and TIAA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining committee-driven modeling with planner delivery and online tools. The firm manages a large client base with diversified model portfolios and offers a range of investment products including direct-indexing SMAs and thematic portfolios.

Pervin Ozer is a financial advisor at Morgan Stanley in San Mateo, CA, holding Series 65 and Series 63 designations with one year of industry experience. Prior to joining Morgan Stanley, Ozer worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has experience outside finance including roles at Starbucks and Universidade Estadual de Goias. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Samuel Martinez is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Bank of America, Wells Fargo, J.P. Morgan Securities, and Citi, as well as positions with professional baseball organizations such as the San Jose Giants and Oakland Athletics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Leland is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 19 years. Outside of his advisory role, he is involved in fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies.

Jonathan Martinez Cervantes is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Ameriprise Financial for four years and spent eight years at Pace Supply Corp. He holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Josh Tanaka is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at GuardDog.ai and Hathaway Dinwiddie, as well as work connected to the University of Washington. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Weijia Guo is a financial advisor with Merrill and holds Series 63 and Series 66 designations. Guo has seven years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dylan Sabalvaro is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at BMO Bank NA and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Jenny Lee is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2020, and previously spent nine years at American Express. Outside of her advisory role, she owns Greyfin Management LLC, a business involved in importing car floor mats from Taiwan. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes integrated manager selection, tax-efficient capabilities, and benefits from its affiliation with Bank of America and related entities.

Kaitlyn Zawada is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for five years. Zawada has also served as a financial planner and is licensed to offer fixed insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.